Market Valuations in Times of Volatility

What's a fair price for the stock market? Is it a multiple of earnings? Should we look at sales growth? What about book value of assets?

The Grinch, Scrooge, and Merrier Christmases

Last night I was sitting in my recliner reading Christmas stories to my twin five-year-olds before bedtime. Archer picked How the Grinch Stole Christmas. When we got to the part where the Whos start singing, even though all their presents had been stolen, I stopped to explain it to the boys:

What Can Football Teach Us About Investing?

Football season is back! This is great for weekend fun and weekday water cooler talk. It also has some parallels with investing if you know where to look.

To change your life, change how you think. (It's never been easier)

We're at the halfway point in 2019. Are you on track for all those New Year resolutions or have you lost focus?

Will an inverted yield curve turn your investment world upside down?

Let's start with the basics so we're all on the same page. When most people discuss the yield curve, they are talking about interest rates for US Treasuries across different maturity dates.

Break Free from the BS (Business Sycle)

Anyone who has taken a business course has seen the business cycle chart. A perfect sine curve with expansion, peak, recession, trough and recovery all neatly taking their turns in perpetuity. The whole thing is such common knowledge we don't even question it. I'm going to make the case that thinking about the economy or stock market as a cycle is not only wrong, it is dangerous to your financial future.

To Roth or not to Roth? That is the question.

This time of year our thoughts turn to spring, getting outside with family, opening day of baseball and... taxes. Okay you probably don't want to think about taxes but that can be a costly mistake. Most people's last possible tax deduction is the IRA contribution. But will the tax savings of a deduction today outweigh tax free growth of a Roth IRA tomorrow?

Personal Net Worth Statements

Every year I prepare a net worth statement for my family. I like to use January 1st as the date each year because it makes for easy comparison to see what progress we are making. I start by listing cash accounts, followed by investment accounts, retirement accounts and education savings accounts.

New Highs, Now What?

The Dow is back to 26,000 and the NASDAQ hit 8,000 for the first time ever. When markets hit new highs I get asked the same question, can it keep going higher or are we about to crash? If you're interested in what these new highs mean for you, keep reading.

Stop Guessing About Your Financial Future

Warren Buffett said, "Stop trying to predict the direction of the stock market, the economy or the elections." If you want to learn how you can build a stronger financial future by following his advice, keep reading.

Trumped Up Volatility

The President speaks and the market moves. Day by day it seems like the message and the direction are changing all the time. The President's detractors see him as clueless and inconsistent. His supporters see him as negotiating and flexible.

Rules for Investing and Finance

8 Rules for Investing and Finance to help guide you in creating a solid future for you and your family.